AAP
DMF

Arax Advisory Partners’s BNY Mellon Municipal Income DMF Stock Holding History

Arax Advisory Partners’s Portfolio DMF Stock Details DMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-293
Closed -$2K – 511
2017
Q1 		$2K Buy
293
+2
+0.7% +$18 ﹤0.01% 430
2016
Q4 		$3K Buy
+291
New +$2.58K ﹤0.01% 406

Other funds holding DMF

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Arax Advisory Partners's DMF Position: Q2 2017 in Review

Arax Advisory Partners sold out of BNY Mellon Municipal Income (DMF) in Q2 2017, closing a stake of 293 shares — an estimated $2K sold.

Arax Advisory Partners first reported a position in DMF in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 46 funds tracked by Wall St. Rank hold DMF as of Q2 2017.

  • Arax Advisory Partners reported no remaining BNY Mellon Municipal Income position as of Q2 2017 after selling out during the quarter.
  • Arax Advisory Partners sold 293 BNY Mellon Municipal Income shares in Q2 2017, an estimated $2K.
  • Arax Advisory Partners first reported a position in BNY Mellon Municipal Income in Q4 2016 and held it in 2 quarters.
  • Arax Advisory Partners's BNY Mellon Municipal Income position peaked at $3K in Q4 2016.
  • 46 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2017.

Based on Arax Advisory Partners's 13F filing for Q2 2017, filed 14 Aug 2017.